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State Street Health Care Select Sector SPDR ETF

1,642 hedge funds and large institutions have $30.7B invested in State Street Health Care Select Sector SPDR ETF in 2023 Q4 according to their latest regulatory filings, with 248 funds opening new positions, 570 increasing their positions, 586 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 248 | Existing positions closed: 104

9% more capital invested

Capital invested by funds: $28.1B → $30.7B (+$2.57B)

8% more funds holding

Funds holding: 1,5211,642 (+121)

7.64% more ownership

Funds ownership: 73.84%81.48% (+7.6%)

3% less repeat investments, than reductions

Existing positions increased: 570 | Existing positions reduced: 586

8% less funds holding in top 10

Funds holding in top 10: 119110 (-9)

28% less call options, than puts

Call options by funds: $1.63B | Put options by funds: $2.25B

Holders
1,642
Holders Change
+121
Holders Change %
+7.96%
% of All Funds
23.94%
Holding in Top 10
110
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-7.56%
% of All Funds
1.6%
New
248
Increased
570
Reduced
586
Closed
104
Calls
$1.63B
Puts
$2.25B
Net Calls
-$619M
Net Calls Change
-$161M
Name Holding Trade Value Shares
Change
Change in
Stake
AWC
251
Adamsbrown Wealth Consultants
Kansas
$8.03M +$1.57M +12,090 +26%
AWM
252
AAF Wealth Management
Massachusetts
$7.99M +$205K +1,574 +3%
CA
253
Crumly & Associates
Illinois
$7.99M -$1.4M -10,781 -16%
AI
254
Arvest Investments
Arkansas
$7.92M +$7.56M +58,080 New
WWM
255
Western Wealth Management
Colorado
$7.84M -$1.54M -11,830 -17%
CI
256
CX Institutional
Indiana
$7.75M -$2.14M -16,465 -22%
MWA
257
MFA Wealth Advisors
Pennsylvania
$7.7M +$199K +1,528 +3%
PCA
258
Pallas Capital Advisors
Massachusetts
$7.67M +$1.53M +11,748 +26%
VA
259
Valmark Advisers
Ohio
$7.57M +$111K +854 +2%
JMFC
260
J.M. Forbes & Co
Massachusetts
$7.55M -$80.5K -619 -1%
WCM
261
Winthrop Capital Management
Indiana
$7.48M +$7.14M +54,874 New
BPA
262
Beacon Pointe Advisors
California
$7.42M +$111K +851 +2%
CFGS
263
Concourse Financial Group Securities
Alabama
$7.41M +$393K +3,018 +6%
AAS
264
Annex Advisory Services
Wisconsin
$7.38M -$3.02M -23,199 -30%
IC
265
IEQ Capital
California
$7.29M +$2.77M +21,305 +66%
MFG
266
Merit Financial Group
Georgia
$7.18M -$1.32M -10,150 -16%
DWM
267
Denver Wealth Management
Colorado
$7.18M +$351K +2,701 +5%
CC
268
Constitution Capital
Connecticut
$7.13M -$270K -2,072 -4%
EFG
269
Embree Financial Group
Illinois
$7.12M +$6.79M +52,225 New
HCMG
270
Howard Capital Management Group
California
$7.11M -$58.3K -448 -0.9%
CCS
271
Concentric Capital Strategies
Connecticut
$7.07M +$2.42M +18,623 +56%
ST
272
Sabal Trust
Florida
$7.05M +$881K +6,770 +15%
5SA
273
5th Street Advisors
Connecticut
$7.01M -$397K -3,054 -6%
BCI
274
Brinker Capital Investments
Pennsylvania
$6.94M -$1.95M -14,978 -23%
OPS
275
Orion Portfolio Solutions
Nebraska
$6.94M -$1.95M -14,978 -23%

XLV Hedge Fund Activity: Q4 2023 in Review

1,642 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q4 2023, worth a combined $30.7B — up 9.1% from $28.1B a quarter earlier.

Buyers outnumbered sellers: 248 funds opened new XLV positions and 104 closed out — a net gain of 144 holders — while 570 added to existing stakes and 586 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.59B. The largest seller was Menora Mivtachim Holdings, cutting an estimated $221M.

  • 1,642 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q4 2023, up from 1,521 in Q3 2023.
  • Funds reported $30.7B of State Street Health Care Select Sector SPDR ETF stock for Q4 2023, up 9.1% quarter-over-quarter.
  • 248 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q4 2023 and 104 closed out, a net change of +144 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1.59B added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q4 2023 was Menora Mivtachim Holdings, an estimated $221M sold.

Based on aggregated 13F filings for Q4 2023.